Portfolio built
for your goals

High risk. Low risk. Long-term. Short-term. Questrade has the portfolios to fit your comfort level and reach your goals, confidently.

Get matched with the right portfolio

Answer a few simple questions to evaluate your financial situation, goals and feelings towards risk. Get fitted with a portfolio that’s right for you.

Choose your portfolios

ETF portfolios for every investing style.

Great for risk takers

When you want capital growth, the Aggressive Growth Portfolio can be right. This portfolio invests in 100% equity. While it will fluctuate with the market, it typically offers the highest potential returns.

Aggressive Growth Portfolio Risk high

Performance

As of June 30, 2018

_aggressive-growth_portfolio
Calendar returns (%)
2012
11.47%
2013
21.95%
2014
10.71%
2015
2.07%
2016
10.76%
2017
13.51%
YTD
2.36%
Compound returns (%)
1 Yr
9.75%
3 Yr
8.40%
5 Yr
10.05%
Dividend Yield

1.98%

Asset allocation
aggressive-portfolio-asset-pie-chart
aggressive-portfolio-asset-line-chart

Great for medium- to high-risk investors

For long-term capital growth but with less market fluctuations, the Growth Portfolio can be right. It invests in approximately 80% equity and 20% fixed income. It typically has less risk than the Aggressive Portfolio.

Growth Portfolio Risk medium-high

Performance

As of June 30, 2018

growth_portfolio_line_chart
Calendar returns (%)
2012
10.86%
2013
16.81%
2014
9.24%
2015
2.03%
2016
8.70%
2017
11.17%
YTD
1.90%
Compound returns (%)
1 Yr
7.78%
3 Yr
6.80%
5 Yr
8.27%
Dividend Yield

2.16%

Asset allocation
growth_portfolio_pie_chart
growth_portfolio_bar_chart

Great for medium risk investors

For income with long-term growth, the Balanced Portfolio can be right. It invests in 60% equity and 40% fixed income. It has the steady cash flow of the Income Portfolio mixed with the potential gains of the Growth Portfolio.

Balanced Portfolio Risk medium

Performance

As of June 30, 2018

balanced_portfolio_line_chart
Calendar returns (%)
2012
9.28%
2013
12.99%
2014
8.56%
2015
2.14%
2016
7.25%
2017
8.57%
YTD
1.60%
Compound returns (%)
1 Yr
5.75%
3 Yr
5.40%
5 Yr
6.91%
Dividend Yield

2.35%

Asset allocation
balanced_portfolio_pie_chart
balanced_portfolio_bar_chart

Great for low-medium risk investors

For growth and steady income, the Income Portfolio can be right. It invests in 60% in fixed income and 40% in equity. It typically offers more consistent returns than the Growth Portfolio.

Income Portfolio Risk low - medium

Performance

As of June 30, 2018

Income_portfolio_line_chart
Calendar returns (%)
2012
7.55%
2013
8.33%
2014
7.71%
2015
2.57%
2016
5.57%
2017
5.94%
YTD
1.26%
Compound returns (%)
1 Yr
3.84%
3 Yr
3.87%
5 Yr
5.44%
Dividend Yield

2.55%

Asset allocation
Income_portfolio_pie_chart
Income_portfolio_bar_chart

Great for slow and steady risk investors

When your focus is on reducing exposure to market swings and receiving stable, yet conservative growth, the Conservative Portfolio can be right. It invests in 80% fixed income and 20% in equity. It’s our most stable portfolio.

Conservative Income Portfolio Risk low

Performance

As of June 30, 2018

conservative-income_portfolio_line_chart
Calendar returns (%)
2015
3.05%
2016
3.25%
2017
3.49%
YTD
0.56%
Compound returns (%)
1 Yr
1.67%
3 Yr
2.60%
Dividend Yield

2.74%

Asset allocation
conservative_portfolio_pie_chart
Income_portfolio_bar_chart

Start investing confidently

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Take charge of your own investments with Questrade Self-Directed accounts and products. The platform is free.

Get answers to our frequently asked questions

Can I change my portfolio once my funds are invested?

Yes, if your tolerance for risk or personal situation has changed, you can update the information in your account portal to change your portfolio.

Can I choose my own ETFs in my Portfolio IQ account?

No. If you wish to select your own securities, learn more about a Questrade self-directed investing account.

How do I check my holdings and returns?

Your investments are available to check online at any time. To view your account holdings and returns, Log in and go to Reports > Investment summary.

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